MX9802992A - Sales process support system and method. - Google Patents

Sales process support system and method.

Info

Publication number
MX9802992A
MX9802992A MX9802992A MX9802992A MX9802992A MX 9802992 A MX9802992 A MX 9802992A MX 9802992 A MX9802992 A MX 9802992A MX 9802992 A MX9802992 A MX 9802992A MX 9802992 A MX9802992 A MX 9802992A
Authority
MX
Mexico
Prior art keywords
central database
sales
central
database
systems
Prior art date
Application number
MX9802992A
Other languages
Spanish (es)
Other versions
MXPA98002992A (en
Inventor
Anthony R Melchione
Rafael Martinez
Eric Seifert
Martin Hirsch
Original Assignee
Citibank Na
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US08/544,102 external-priority patent/US5966695A/en
Application filed by Citibank Na filed Critical Citibank Na
Publication of MX9802992A publication Critical patent/MX9802992A/en
Publication of MXPA98002992A publication Critical patent/MXPA98002992A/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising

Abstract

A sales process support system and method for identifying sales targets using a centralized database to improve marketing success. The system includes a central database that receives comprehensive information from a variety of internal and external feeds, and standardizes and householods the information in the three-level hierarchy (households, customers, and accounts) for use by a financial institution. The comprehensive information stored on the central database is accessed through micromarketing workstations to generate lists of sales leads for marketing campaigns. A database engine is provided for generating logical access paths for accessing data on the central database to increase speed and efficiency of the central database. The system distributes sales leads electronically to branch networks, where the sales leads are used to target customers for marketing campaigns. The central database is accessed by workstations of a central customer information system for profiling customers, enhancing customer relationships with the financial institution, and electronically tracking sales and service performance during marketing campaigns. The system can also include a system for opening an account in a single session that is in communication with the central database, micromarketing centers, central customer information systems and branch systems of the present invention so that data can pass between these systems where legal and appropriate.
MXPA/A/1998/002992A 1995-10-17 1998-04-16 Ven process support system and method MXPA98002992A (en)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US08544102 1995-10-17
US08/544,102 US5966695A (en) 1995-10-17 1995-10-17 Sales and marketing support system using a graphical query prospect database
US08/702,039 US5930764A (en) 1995-10-17 1996-08-23 Sales and marketing support system using a customer information database
US08702039 1996-08-23

Publications (2)

Publication Number Publication Date
MX9802992A true MX9802992A (en) 1998-09-30
MXPA98002992A MXPA98002992A (en) 1998-11-16

Family

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Also Published As

Publication number Publication date
CA2234026A1 (en) 1997-04-24
AU7516096A (en) 1997-05-07
WO1997015023A2 (en) 1997-04-24
JPH11513826A (en) 1999-11-24
EP0856178A2 (en) 1998-08-05
WO1997015023A3 (en) 1997-05-15
EP0856178A4 (en) 1999-01-13

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Legal Events

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